APUE TRUST FOR PROFESSIONAL MANAG

ACTIVEPASSIVE US (fund)

40 managers (42 13F filers) reported a position in APUE shares at 2025-03-31, 50,423,354 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers: 40
13F filers: 42
New: 6
Added: 16
Reduced: 14
Sold out: 7
Shares held by filers: 50,423,354

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding	45,762,169	$1.55B		-3,237,834	Timeline Envestnet Portfolio Solutions, In…: 27,793,536 (3.61%) 13F-HR ENVESTNET ASSET MANAGEMENT INC: 17,968,633 (0.2%) 13F-HR
Atria Wealth Solutions, Inc.	995,207	$33.8M	0.41%	+19,224	13F-HR Timeline
LPL Financial LLC	788,211	$26.8M	0.01%	-46,891	13F-HR Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding	529,475	$18.9M		+10,175	Timeline PRINCIPAL SECURITIES, INC.: 519,300 (0.42%) 13F-HR PRINCIPAL FINANCIAL GROUP INC: 10,175 (<0.01%) 13F-HR
MML INVESTORS SERVICES, LLC	440,754	$15M	0.05%	+57,989	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	336,114	$11.4M	0.35%	+9,512	13F-HR Timeline
COMMONWEALTH EQUITY SERVICES, LLC	303,878	$10.3M	0.01%	-17,034	13F-HR Timeline
&PARTNERS	192,555	$6.55M	0.07%	+60,659	13F-HR Timeline
Cetera Investment Advisers	186,860	$6.35M	0.01%	new	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	181,559	$6.17M	0.2%	-6,656	13F-HR Timeline Group
Mariner, LLCin group Mariner, LLC	142,468	$4.84M	0.01%	-56,932	13F-HR Timeline Group
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC	62,489	$2.12M	0.03%	+40,654	13F-HR Timeline Group
World Investment Advisors	60,501	$2.06M	0.05%	-349	13F-HR Timeline
WEDBUSH SECURITIES INC	58,610	$1.99M	0.07%	+27,136	13F-HR Timeline
Financial Sense Advisors, Inc.	55,580	$1.89M	0.54%	-586	13F-HR Timeline
Lion Street Advisors, LLC	47,263	$1.61M	0.51%	-1,582	13F-HR Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.	36,582	$1.24M	<0.01%	-152,621	13F-HR Timeline Group
UBS Group AGin group UBS Group AG	32,474	$1.1M	<0.01%	+28,268	13F-HR Timeline Group
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC	23,974	$815K	0.03%	new	13F-HR/A Timeline Group
Cambridge Investment Research Advisors,…	23,362	$794K	<0.01%	+11,696	13F-HR Timeline
Allworth Financial LP	22,320	$743K	<0.01%	-5,912	13F-HR Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC	20,956	$712K	<0.01%	+12,381	13F-HR/A Timeline Group
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…	19,362	$658K	<0.01%	+9,288	13F-HR Timeline Group
Sigma Planning Corp	16,621	$565K	0.02%	+4,339	13F-HR Timeline
MORGAN STANLEYin group MORGAN STANLEY	16,618	$565K	<0.01%	+4,084	13F-HR Timeline Group
Geneos Wealth Management Inc.	16,119	$548K	0.01%	-4,854	13F-HR Timeline
First Horizon Advisors, Inc.	15,889	$540K	0.02%	+381	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	9,630	$327K	0.08%	+390	13F-HR Timeline Group
INDEPENDENT FINANCIAL GROUP, LLC	7,649	$260K	0.01%	-95	13F-HR Timeline
Pinnacle Bancorp, Inc.	4,157	$141K	0.05%	0	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	3,523	$120K	0.06%	0	13F-HR Timeline
Capital Investment Advisory Services, L…	2,337	$79.4K	0.01%	new	13F-HR Timeline
IFP Advisors, Inc	1,792	$60.9K	<0.01%	-15	13F-HR Timeline
NewEdge Advisors, LLC	1,696	$57.6K	<0.01%	new	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	1,223	$41.6K	0.01%		13F-HR Timeline Group
Investors Research Corp	1,152	$39.1K	0.01%	0	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	1,038	$35.3K	<0.01%	0	13F-HR Timeline Group
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…	1,034	$35.1K	<0.01%	new	13F-HR Timeline Group
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…	153	$5.2K	<0.01%	+10	13F-HR Timeline Group
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		-60,352	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.